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Get Institutions for : 
Vaneck Morningstar Smid Moat Etf (SMOT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 62    16
Total shares held : 
 5,148,042  
% of shares held : 
 5.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   36  
Amount of shares held : 
 685,960  
% of shares held change : 
   0.76%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 478,696
 9.3%
 
Increased Positions :
30
 700,996
 13.62%
 
Unchanged Positions :
4
 51,479
 1%
 
Decreased Positions :
10
-463,778
-9.01%
 
Closed Positions :
2
-29,954
-0.58%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GRADIENT INVESTMENTS LLC 33 - 2024-03-31 999,547 $34,095,000 -44,556
   Principle Wealth Partners LLC 10 - 2024-03-31 726,451 $24,779,000 67,406
   FINANCIAL MANAGEMENT NETWORK INC 4 - 2024-03-31 492,649 $16,272,000 32,712
   LPL FINANCIAL CORP 974 - 2023-12-31 512,960 $16,158,000 224,804
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 109 *New 2024-03-31 249,174 $8,499,000 249,174
   Vista Private Wealth Partners. LLC 8 - 2023-12-31 274,621 $8,365,000 9,332
   RAYMOND JAMES & ASSOCIATES 1394 - 2024-03-31 194,258 $6,626,000 101,119
   Apexium Financial LP 30 - 2024-03-31 181,261 $6,183,000 37,395
   BANK OF AMERICA CORP /DE/ 2832 - 2023-12-31 169,209 $5,330,000 56,701
   WOODMONT INVESTMENT COUNSEL LLC 49 - 2024-03-31 145,646 $4,968,000 1,643
   MARINER WEALTH ADVISORS, LLC 696 - 2023-12-31 150,606 $4,744,000 359
   DAVID R. RAHN & ASSOCIATES INC. 17 - 2024-03-31 126,594 $4,318,000 -7,136
   MML INVESTORS SERVICES LLC 750 - 2023-12-31 110,182 $3,471,000 -37,984
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 985 - 2024-03-31 95,399 $3,254,000 -6,911
   COMMONWEALTH EQUITY SERVICES LLC. 1447 - 2023-12-31 89,139 $2,808,000 2,290
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1546 - 2024-03-31 69,685 $2,377,000 5,340
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 117 - 2023-12-31 62,435 $1,967,000 3,898
   EP WEALTH ADVISORS, INC. 289 *New 2023-12-31 50,855 $1,602,000 50,855
   PATTON ALBERTSON & MILLER, LLC 92 - 2024-03-31 45,014 $1,535,000 723
   BB&T CORP 1366 - 2023-12-31 48,479 $1,527,000 2,209
   Orion Portfolio Solutions LLC 755 - 2023-12-31 49,062 $1,524,000 1,026
   Steward Partners Investment Advisory LLC 613 - 2023-12-31 43,973 $1,385,000 -10,750
   STIFEL FINANCIAL CORP 1955 - 2023-12-31 42,042 $1,324,000 -2,053
   Advisor Group Holdings Inc. 2258 - 2023-12-31 40,542 $1,277,000 34,192
   ICAPITAL WEALTH LLC 31 - 2023-12-31 40,000 $1,260,000 0
   LAKE STREET FINANCIAL LLC 142 - 2024-03-31 30,290 $1,033,000 18,850
   Visionary Wealth Advisors 225 *New 2023-12-31 31,816 $1,002,000 31,816
   Equitable Holdings Inc. 610 - 2023-12-31 28,523 $898,000 14,215
   Beaumont Financial Advisors LLC 142 - 2023-12-31 28,329 $892,000 4,550
   Capital Investment Advisory Services LLC 209 - 2024-03-31 25,540 $871,000 -10,111
   ROYAL BANK OF CANADA 3196 *New 2023-12-31 27,168 $856,000 27,168
   Acorn Wealth Advisors LLC 60 - 2024-03-31 21,513 $734,000 8,600
   HIGHTOWER ADVISORS, LLC 2001 - 2023-12-31 22,831 $705,000 8,482
   VitalStone Financial LLC 39 - 2023-12-31 20,393 $642,000 -972
   CWM LLC 1046 - 2024-03-31 18,120 $618,000 -1,553
   Argent Trust Co 384 - 2023-12-31 18,200 $573,000 7,950
   Western Wealth Management LLC 378 *New 2023-12-31 17,848 $562,000 17,848
   Allen Mooney & Barnes Investment Advisors LLC 94 *New 2024-03-31 17,015 $559,000 17,015
   FINANCIAL NETWORK 1870 *New 2023-12-31 15,920 $501,000 15,920
   TRUE Private Wealth Advisors 169 *New 2024-03-31 13,852 $472,000 13,852
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3909 *New 2023-12-31 14,305 $451,000 14,305
   CITADEL ADVISORS LLC 3704 - 2023-12-31 14,262 $449,000 3,110
   Private Advisor Group LLC 1547 - 2023-12-31 14,217 $448,000 1,667
   ANCORA ADVISORS, LLC 502 - 2023-12-31 13,523 $426,000 5,383
   Etesian Wealth Advisors Inc. 93 - 2024-03-31 12,176 $415,000 2,833
   AlphaCore Capital LLC 179 - 2023-12-31 11,350 $358,000 0
   Lowe fs LLC 35 - 2024-03-31 9,470 $323,000 725
   STEPHENS INC /AR/ 908 *New 2023-12-31 10,219 $322,000 10,219
   JANNEY MONTGOMERY SCOTT LLC 2173 *New 2023-12-31 9,848 $310,000 9,848
   PROSPERA FINANCIAL SERVICES 832 - 2023-12-31 9,835 $310,000 -175
   Balboa Wealth Partners 157 *New 2023-12-31 9,493 $299,000 9,493
   Capital Analysts Inc. 370 - 2023-12-31 9,300 $293,000 4,271
   Soundwatch Capital LLC 29 *New 2023-12-31 8,127 $256,000 8,127
   SageView Advisory Group LLC 506 *New 2023-12-31 7,619 $237,000 7,619
   RANDOLPH CO INC 45 - 2024-03-31 6,377 $218,000 21
   Tranquility Partners LLC 191 *New 2023-12-31 6,812 $215,000 6,812
   IAG Wealth Partners LLC 134 - 2024-03-31 2,305 $79,000 0
   IFP Advisors Inc 1485 - 2023-12-31 1,700 $54,000 -2,846
   WELLS FARGO & CO/MN 4681 *New 2023-12-31 1,390 $44,000 1,390
   Financial Advisory Service Inc. - 2023-12-31 827 $26,000 5
   CLEAR INVESTMENT RESEARCH LLC 153 - 2023-12-31 558 $18,000 3
   VAN ECK ASSOCIATES CORP 1354 *New 2023-12-31 200 $6,000 200
   MORGAN STANLEY 6647 - 2023-12-31 129 $4,000 0
   Goss Wealth Management LLC 3572 *Closed 2023-12-31 0 $0 -29,349
   PROEQUITIES INC. 4049 - 2023-12-31 0 $0 0
   PANORAMIC INVESTMENT ADVISORS LLC 114 *Closed 2024-03-31 0 $0 -7,793
   UBS Group AG 7888 *Closed 2023-12-31 0 $0 -605
  67 Records found
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